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THE MENARD FINANCIAL GROUP, LLC

HOUSTON, TX · CRD 299404 · IAPD ↗ · themenardfinancialgroup.net · 713-364-1515

$335.3MRegulatory AUM
2Advisory reps
3Employees
0Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2025 — THE MENARD FINANCIAL GROUP, LLC now reports custody of client assets ($248,607).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
April 2024 — THE MENARD FINANCIAL GROUP, LLC reported RAUM up 85% ($206.6M -> $381.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.